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How can I create segments in Deskera CRM?

Mohd. Imran . Jun 15, 2024

A:

To create segments in Deskera CRM, follow the steps given below:

  • Login to your Deskera account
  • Go to the Dashboard of Deskera CRM+
  • Tap on Segments/List from the sidebar
  • The segment Overview window pops up
  • Click on Add Segment and create a new custom segment.

Jun 15, 2024

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